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LCBOX vs VIVAX
LCBOX vs VIVAX Comparison
Open Charts LCBOX vs VIVAX
ClearBridge Dividend Strategy 1
Price$30.47
Change-$0.24 (-0.78%)
VolumeN/A
Net Assets8.53B
Vanguard Value Index I
Price$68.80
Change-$0.81 (-1.16%)
VolumeN/A
Net Assets192.55B
LCBOX vs VIVAX Comparison Chart
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LCBOX vs. VIVAX commentary
Feb 23, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is LCBOX is a Hold and VIVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 193B vs. LCBOX (8.53B). VIVAX pays higher dividends than LCBOX: VIVAX (2.25) vs LCBOX (1.44). LCBOX was incepted earlier than VIVAX: LCBOX (14 years) vs VIVAX (32 years). LCBOX is a more actively managed with annual turnover of: 19.00 vs. VIVAX (10.00). LCBOX has a lower initial minimum investment than VIVAX: LCBOX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 16.22 vs. LCBOX (9.04). VIVAX return over 5 years is better than : 49.60 vs. LCBOX (26.48).
| LCBOX | VIVAX | LCBOX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 32 years | - |
| Gain YTD | 3.810 | 5.828 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.53B | 193B | 4% |
| Annual Yield % from dividends | 1.44 | 2.25 | 64% |
| Returns for 1 year | 9.04 | 16.22 | 56% |
| Returns for 3 years | 9.80 | 25.04 | 39% |
| Returns for 5 years | 26.48 | 49.60 | 53% |
| Returns for 10 years | 66.47 | 109.81 | 61% |
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